Top 359 Business associate Jobs in New Jersey

Financial Advisor - Associate/Servicing Advisor
Vallum Wealth Management —Haddonfield, NJ
- $75,000 - $95,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Paid holidays
- Health insurance
Quick Apply
11d
Associate, Global Compliance External Engagement
Daiichi Sankyo —Basking Ridge, NJ
- $30 - $38 an hour
- Part-time
- Remote
- Sales
- Customer service
- Bachelor of Science
- Dental insurance
- 401(k)
3d
Associate Director, Leasing & Marketing
SDK —Ridgewood, NJ
- $145,000 - $160,000 a year
- Full-time
- Marketing
- Bachelor of Science
- Residential
- Health savings account
- Disability insurance
10d
Associate Director, R&D Strategic Initiatives
Genmab —Princeton, NJ
- $160,880 - $241,320 a year
- Online Application
- 8 years
- Bachelor's degree
- Continuous improvement
- Commuter assistance
- Paid parental leave
Business Associate
Leap Consulting Group —Elmwood Park, NJ
- Full-time
- Sales
- Office
- Travel
Quick Apply
Data and Transformation Associate
Valley National Bank —Morristown, NJ
- $66,500 - $110,900 a year
- Full-time
- Computer science
- Computer Science
- Java
Quick Apply
Associate Business Manager, Home Appliances Parts & Accessories
LG Electronics —Englewood Cliffs, NJ
- $72,000 - $96,000 a year
- Full-time
- English
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
Business Office General Associate
Showman Fabricators —Fairfield, NJ
- $50,000 - $70,000 a year
- Full-time
- Inventory management
- Office
- Finance
- Health insurance
- Dental insurance
Sr. Associate, Strategy & Operations
Walton Enterprises —Jersey City, NJ
- $168,000 - $210,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
HCPC Finance Associate
St. Joseph's Health —Paterson, NJ
- $24.90 - $34.87 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Bachelor's degree
- 403(b) matching
- Paid holidays
Associate Business Development Representative, NAMER
Mimica —New Jersey
- Full-time
- Remote
- Business development
- Communication skills
- Entry level
- Health insurance
- Paid time off
Insurance Product Management Analyst, Associate - Hybrid
NJM Insurance Group —Trenton, NJ
- $70,444 - $81,849 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Writing skills
- Mid-level
- Paid parental leave
- Disability insurance
Associate, SBA Team
Marshall & Stevens Inc —Cranbury, NJ
- Full-time
- Remote
- Research
- Mid-level
- Finance
Quick Apply
5d
Senior Associate- Reconciliations (Hybrid)
Broadridge —Newark, NJ
- $32 - $37 an hour
- Email
- Mid-level
- Finance
- Bachelor's degree
Trading Services Associate I
JPMorganChase —Jersey City, NJ
- $79,800 - $110,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Tuition reimbursement
3d
Business Associate, Bariatric / Surgical, Full Time, Evening
Valley Health System of Ridgewood NJ —Paramus, NJ
- $19.81 - $24.76 an hour
- Full-time
- Surgery
- Hospital
- Customer service
- Commuter assistance
- AD&D insurance
19141 Sr. Administrative Associate, Nuclear - Engineering
PSEG —Hancocks Bridge, NJ
- $59,400 - $89,100 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Writing skills
- Health insurance
- Dental insurance
5d
Associate Brand Manager, Snyder's of Hanover
Campbell Soup Company —Camden, NJ
- $97,800 - $134,500 a year
- Full-time
- Marketing
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Entry-Level Insurance Producer (Business Development Associate)
Hardenbergh Insurance Group, Inc —Marlton, NJ
- From $50,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Marketing Associate (Medical / Healthcare) - South Jersey
NJ Institute For Pain Relief LLC —Cherry Hill, NJ
- $62,000 - $68,000 a year
- Full-time
- Sales
- Marketing
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
2d

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Financial Advisor - Associate/Servicing Advisor

Vallum Wealth Management
Haddonfield, NJ

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year
11 days ago

Benefits

Paid holidays
Health insurance
401(k)
Tuition reimbursement
Paid time off
401(k) matching
Professional development assistance
Life insurance

Qualifications

Customer communication
Spreadsheets
Series 66
Research
Series 7
Bachelor's degree
Financial services
Productivity software
Data analysis software

Full Job Description

Position Overview: The Associate Advisor works directly with the Senior Advisor to assist with the wealth management and financial planning needs of clients. The Associate Advisor is an integral part of our team serving as the true connection between our clients, support team, and advisor. The Associate Advisor provides financial planning and investment management work, typically under the management of the Senior Advisor. In addition, the Associate Advisor will serve clients through conducting service/review meetings and handling service requests.

Duties & Responsibilities

Analyze and evaluate information to solve client issues responsibly.
Conduct service meetings with existing clients.
Conduct prospect meetings with referrals. If licensed, they can qualify prospects.
Provide support for the financial planning needs of clients including:
Conduct research as needed and work with client’s other advisors (attorneys, CPAs, etc.) to obtain all necessary data for financial planning analyses.
Prepare all retirement forecasts, cash flow analyses, education forecasts, insurance analyses, estate flows, etc.
Identify areas of opportunity for clients based on financial planning analyses.
Create drafts of financial plans.
Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately.
Communicate with clients to understand and address goals.
Assist advisor with any issues surrounding client reporting and performance.
Ensure accurate processing of client data in software systems utilizing; Redtail, RightCapital, Holistiplan.
Perform special request analyses for clients (e.g., mortgage analysis, Social Security analysis, etc.).
Assist with new client onboarding.
Maintain accurate notes and records regarding client matters in Redtail.
Keep team members adequately informed on all active and pending client matters.
Ensure compliance with laws, regulations, and standards in decision-making processes.
Lead weekly team meetings.
Assist with special projects as needed.

Qualifications

Bachelor’s degree preferably in business, accounting, finance, economics or related experience.
Minimum of 3 years of industry-related experience.
Series 7 and 66 licensed.
Proficiency in Microsoft Office; to include intermediate knowledge of Excel.

Other Skills, Experience & Attributes

Excellent communication skills (verbal, written and listening).
Demonstrates personal integrity, honesty and can deal with confidential information daily.
Ability to deal with stress in an ever-changing investment market and financial services.
Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.
Reliable, follows through on commitments, does not shrink from new challenges.
Possesses a passion to help new and existing clients.
Must be organized, detail-oriented and able to manage and prioritize tasks.
Demonstrates a commitment to accuracy by delivering high quality work.
Collaborative and able to work effectively with others.
Flexible team player who is highly adaptable to change and open to new ideas.
Demonstrated ability to work successfully in an entrepreneurial, small company environment.
Uphold firm’s purpose, vision and values.

This is not a sales position. This is primarily a service position.

Competitive compensation, between $75,000 and $95,000 based on experience, plus bonus potential.

Benefits include:

Retirement plan (401k) with employer match
Medical stipend, life, and long-term DI insurance
Paid time off and holidays
Half day on Fridays during summer months
Continuing education opportunities and career advancement
Sponsorship towards advanced designations

This is an in-office position with some remote work opportunities and only available once fully trained.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Life insurance
Paid time off
Professional development assistance
Tuition reimbursement

Work Location: In person

Quick Apply

Refine Your Search

business associate jobs in new jersey

Financial Advisor - Associate/Servicing Advisor

Associate, Global Compliance External Engagement

Associate Director, Leasing & Marketing

Associate Director, R&D Strategic Initiatives

Business Associate

Data and Transformation Associate

Associate Business Manager, Home Appliances Parts & Accessories

Business Office General Associate

Sr. Associate, Strategy & Operations

HCPC Finance Associate

Associate Business Development Representative, NAMER

Insurance Product Management Analyst, Associate - Hybrid

Associate, SBA Team

Senior Associate- Reconciliations (Hybrid)

Trading Services Associate I

Business Associate, Bariatric / Surgical, Full Time, Evening

19141 Sr. Administrative Associate, Nuclear - Engineering

Associate Brand Manager, Snyder's of Hanover

Entry-Level Insurance Producer (Business Development Associate)

Marketing Associate (Medical / Healthcare) - South Jersey

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